Board Excel Add-In 7.0

Board Excel Add-In

Board Excel Add-In extends Microsoft Excel with tools that streamline reporting, planning, and analysis—without leaving your spreadsheet. It helps you bring governed data into Excel, build flexible reports, and keep them up to date with quick refreshes, all while preserving your formulas and formatting.

Key capabilities:

• Connect and refresh: Pull live or scheduled snapshots from your authorized data source and refresh with a click.
• Ad hoc analysis: Filter, sort, pivot, and drill into details using familiar Excel features.
• Reporting made easy: Build reusable templates and dashboards that stay consistent across your team.
• Data write-back (if enabled): Submit numbers, adjustments, and comments back to your system as part of budgeting or forecasting workflows.
• Security-aware: Respects your organization’s permissions and data access policies.
• Consistent definitions: Centralized data and calculations reduce version conflicts and manual rework.
• Simple UI: Ribbon commands and step-by-step prompts speed up setup and day-to-day use.
• Collaboration-ready: Share workbooks confidently, knowing data can be refreshed by authorized users.

Getting started:

1. Install the add-in for your version of Excel.
2. Sign in with your organizational credentials, if required.
3. Connect to your designated data source and begin building or refreshing reports.

Notes:

• Features and availability may vary by your organization’s configuration and licensing.
• If you’re unsure who maintains the add-in in your environment, contact your IT administrator.

Board Excel Add-In is developed by Board International SA. The most popular version of this product among our users is 7.0.